Himax Technologies (HIMX)

Published 2026-03-15 • by fundaai

SemiconductorsCPOOptical InterconnectsSupply Chain
Original Post ↗SEC:
[All][10-K][10-Q]
Market Intel:
Yahoo Finance 📊TradingView 📈Koyfin 🎯

Thesis Summary

Caution regarding the Himax bull case; competitor Suzhou TFC is outmaneuvering their strategic partner FOCI in the commercial CPO ramp, potentially undermining the 'FAU narrative' thesis.

Quantitative Overlay

Detailed Deep Dive

HIMX - where we disagree with Citrini. Citrini put out an excellent report, and we agree with most of it. Our ad was on the Himax bull case. FOCI, Himax’s strategic partner, has been outmaneuvered by Suzhou TFC in commercial execution within the CPO supply chain. This matters for anyone building a Himax position based on the CPO FAU narrative.